Private capital breaks monopoly to get involved in the operation of emerging alternative energy and then speed up

Lots of power shortage

It is understood that in April, restrictions have been imposed on electricity in many places across the country. In the economically strong province of Zhejiang, power shortage measures have been implemented in some areas due to power shortages, such as “three stops for one stop” and “open five stops”, according to estimates, the maximum load in Zhejiang Province this year will exceed 50 million kilowatts, and the limit power supply Capacity is only 46 million kilowatts, and the gap is nearly 10%. Some plants in Guangdong province have also begun shift production, and the shortage of electricity in Guizhou is expected to be more serious.

According to the news from the Municipal Economic Commission, despite the fact that the industrial scale enterprises in our city have not experienced large-scale pull-and-power restrictions, the low-cost operation of the coal reserves and the long-term overburdened operation of the power plants in the city have made the power supply form in Chongqing not optimistic. .

With the full launch of the country's spring plowing, the supply of refined oil represented by diesel has become tight again. In many parts of the country, including Chongqing, diesel wholesale prices and retail prices have been inverted for a long time. Although there is no restriction on purchases in Chongqing at present, the pressure on the supply of refined oil products in the future is still very great. The heads of many gas stations in the city expressed this view in an interview with reporters.

"China has entered a period of energy shortage and has become a consensus. The search for new alternative energy sources has become an urgent task both from an economic and national strategic perspective." From the perspective of energy expert Qi Zhengsheng, the emergence of alternative energy sources including natural gas and petroleum, Just a matter of time.

Emerging alternative energy sources speed up

And this revolution did occur quietly. Just last weekend, the Ministry of Land and Resources announced that it officially took the lead in launching shale gas exploration and development work in eight urban areas across the country. Chongqing Wuxi and Lijiang Rivers entered the area and quietly walked in. The forefront of this new energy development and utilization. According to the relevant regulations of the Ministry of Land and Resources, the shale gas resource potential evaluation was completed in 2013. The National Shale Gas Research Center also settled in Chongqing.

Shale gas is natural gas extracted from shale formations. Compared with conventional natural gas, shale gas development has the advantages of long mining life and long production cycle. In the 1970s, when the United States faced the oil crisis, it was confirmed that it relied on the use of new energy such as shale gas and coalbed methane, thereby reducing its reliance on imported crude oil and natural gas. It is evident that this did not address China’s current energy shortages. , provided a template.

Monopoly or broken

It is worth noting that, compared to the monopolistic operations of oil and natural gas, the Ministry of Land and Resources plans to claim that all shale gas blocks in the country will be obtained through tenders and will no longer be granted by the government and will be fully liberalized to private capital. The Ministry of Land and Resources plans to invite 2 to 3 rounds of tenders for shale gas rights blocks during the year.

The companies participating in this round of tendering include PetroChina, Sinopec, CNOOC, and Yanchang Petroleum’s four major oil and gas companies, as well as two CUCBM companies with Henan CBM M&E rights and Henan Coalbed Methane Company, as well as private-equity firms Xinjiang Guanghui’s first tender. The time is determined as the second quarter, while Wuxi and Lijiang Rivers in the bidding area are impressively listed.

Compared to the recent start of shale gas, the coalbed methane that has been started up in the early stage has already entered a situation of commercial application. At the same time, private capital in Chongqing is also looming inside. “Our coal bed methane will be transported from Shanxi through pipelines to Henan Province in May.” Yesterday afternoon, Tan Chuanrong, the owner of Chongqing Wanzhou, confirmed to the reporter for the first time that China’s private energy pipeline CBM pipeline is about to start at the end of next month. It is reported that the participating parties in this pipeline also include large state-owned enterprises in CNOOC, Shanxi and Henan provinces.

Explanation

Shale gas, natural gas extracted from shale formations, is an important unconventional natural gas resource.

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